Amit Lodha
From the desk of Amit Lodha
The market environment presents investors with a challenging juncture. In the short term, a combination of healthy consumer balance sheets, low inflation, low interest rates, and high liquidity provides a robust backdrop for returns. But in the longer term, different scenarios could play out requiring different approaches to portfolio management. For investors, complementing a portfolio of companies that work in specific scenarios with those that work in multiple scenarios offers a prudent strategy.
Learning from the market
Friedrich Nietzsche told us, ‘The future influences the present just as much as the past.’ Events that haven’t happened yet have a great influence upon the world we see today. When it comes to current market valuations, Nietzsche’s contention looks compelling.
2021: The outlook for global equities
There are a number of unknowns impacting market sentiment today, and finding those investments that balance returns with doing the right thing is not always easy. Disruption, management quality, pricing power, moats, and the societal impact of the companies that we invest in are all issues that we need to incorporate in our thinking.
Podcast: Investing in a post Covid world
Covid has changed the world as we know it – international travel has all but stopped, central business districts have emptied and restaurants have closed. At the same time, tech stocks are at record highs and investors have enjoyed a spectacular bounce from the sharemarkets’ lows in March. So how much of this disruption is permanent, and how much is short term?
Investing through uncertainty
If in October of 2019 you were told a virus is coming that is going to bring all economies to a standstill and you wouldn't be in the office from February right up until October. I bet you would have said the NASDAQ us up 30%. Amit Lodha explains his approach to investing through one of the most uncertain times in history.
Pricing power is the essence
Joining the dots - Part 2: Blockchain and digital currencies
Joining the dots - Part 1: Collaboration and Decentralisation
Year in review: Global equities